Carrier Global Corp
CARR- Exchange
- NYSE
- Industry
- Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip
- SEC CIK
- 0001783180
No open-market purchases or sales by Carrier Global Corp insiders were filed in the last 90 days; 1,654 institutions reported holding it in 13F filings for Q2 2026, worth $53.1B in total; Markel Group is the only superinvestor holding it.
13F holders, Q2 2025
Institutional positions in Carrier Global Corp as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,587
- +83 vs. Q1 2025
- Shares held
- 722.4M
- +3.67M (+0.5%) vs. Q1 2025
- Total value
- $52.7B
- +$7.19B (+15.8%) vs. Q1 2025
- New holders
- 173
- 536 more added
- Sold out
- 90
- 579 more reduced
21 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CARR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,654 | $53.1B |
| Q1 2026 | 1,502 | $40.4B |
| Q4 2025 | 1,511 | $37.1B |
| Q3 2025 | 1,491 | $42.3B |
| Q2 2025 | 1,587 | $52.7B |
| Q1 2025 | 1,525 | $45.6B |
| Q4 2024 | 1,560 | $50.2B |
| Q3 2024 | 1,553 | $60.3B |
| Q2 2024 | 1,453 | $47.6B |
| Q1 2024 | 1,414 | $44.0B |
| Q4 2023 | 1,398 | $43.6B |
| Q3 2023 | 1,316 | $42.9B |
| Q2 2023 | 1,261 | $38.3B |
| Q1 2023 | 1,240 | $33.5B |
| Q4 2022 | 1,219 | $29.6B |
| Q3 2022 | 1,154 | $25.6B |
| Q2 2022 | 1,174 | $25.8B |
| Q1 2022 | 1,264 | $33.9B |
| Q4 2021 | 1,347 | $39.9B |
| Q3 2021 | 1,274 | $38.4B |
| Q2 2021 | 1,249 | $35.7B |
| Q1 2021 | 1,220 | $31.1B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ingalls & Snyder LLC | 12,915 | $945.0K | 0.03% | +572+4.6% | Added |
| Umb Bank N A | 12,922 | $945.8K | 0.01% | −344−2.6% | Reduced |
| Curated Wealth Partners LLC | 12,924 | $945.9K | 0.11% | 00.0% | Unchanged |
| Rexford Capital Inc | 12,962 | $948.7K | 0.79% | +12,962 | New |
| Harbor Advisors LLC | 13,000 | $951.5K | 0.16% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 13,043 | $954.6K | 0.06% | +1,257+10.7% | Added |
| Excalibur Management Corp | 13,086 | $957.8K | 0.36% | −180−1.4% | Reduced |
| Soltis Investment Advisors LLC | 13,098 | $958.7K | 0.08% | −72−0.5% | Reduced |
| Estabrook Capital Management | 13,112 | $959.7K | 0.15% | −380−2.8% | Reduced |
| N.E.W. Advisory Services LLC | 13,138 | $961.6K | 0.09% | −281−2.1% | Reduced |
| Everett Harris & Co | 13,152 | $962.6K | 0.01% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 13,176 | $964.4K | 0.58% | −104−0.8% | Reduced |
| Chicago Capital, LLC | 13,178 | $964.5K | 0.02% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 13,188 | $965.0K | 0.54% | −890−6.3% | Reduced |
| Canada Post Corp Registered Pension Plan | 13,214 | $967.1K | 0.06% | +13,214 | New |
| Medallion Wealth Advisors, LLC | 13,089 | $969.8K | 0.37% | −458−3.4% | Reduced |
| Cornerstone National Bank & Trust Co | 13,332 | $975.8K | 0.42% | +559+4.4% | Added |
| Valeo Financial Advisors, LLC | 13,346 | $976.8K | 0.02% | +1,187+9.8% | Added |
| Flputnam Investment Management Co | 13,367 | $978.4K | 0.02% | +180+1.4% | Added |
| Valley Brook Capital Group | 13,368 | $978.4K | 0.73% | −275−2.0% | Reduced |
| Waterford Advisors, LLC | 1,308 | $979.4K | 0.36% | −12,073−90.2% | Reduced |
| Mutual Advisors, LLC | 12,163 | $981.9K | 0.02% | +6,657+120.9% | Added |
| Charter Trust Co | 13,431 | $983.0K | 0.06% | −91−0.7% | Reduced |
| Catalytic Wealth RIA, LLC | 13,440 | $983.7K | 0.08% | +5,579+71.0% | Added |
| ELCO Management Co., LLC | 13,464 | $985.4K | 0.52% | −300−2.2% | Reduced |
| Sigma Planning Corp | 13,629 | $997.5K | 0.03% | −370−2.6% | Reduced |
| BNP Paribas | 13,684 | $1.00M | 0.03% | +766+5.9% | Added |
| Prudential PLC | 13,699 | $1.00M | 0.01% | 00.0% | Unchanged |
| City Holding Co | 13,751 | $1.01M | 0.13% | +31+0.2% | Added |
| HBK Sorce Advisory LLC | 13,800 | $1.01M | 0.03% | −31−0.2% | Reduced |
| Coldstream Capital Management Inc | 14,142 | $1.04M | 0.02% | +1,901+15.5% | Added |
| David Loasby | 15,518 | $1.04M | 0.09% | +1,117+7.8% | Added |
| Landscape Capital Management, L.L.C. | 14,286 | $1.05M | 0.08% | +1,246+9.6% | Added |
| Ar Asset Management Inc | 14,300 | $1.05M | 0.23% | −100−0.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 14,309 | $1.05M | 0.01% | −1,018−6.6% | Reduced |
| Choate Investment Advisors | 14,341 | $1.05M | 0.02% | −89−0.6% | Reduced |
| Lakewood Asset Management LLC | 14,398 | $1.05M | 0.70% | −33−0.2% | Reduced |
| Jacobi Capital Management LLC | 14,496 | $1.06M | 0.07% | +3,364+30.2% | Added |
| Mesirow Financial Investment Management, Inc. | 14,500 | $1.06M | 0.02% | +1,079+8.0% | Added |
| Ballentine Partners, LLC | 14,587 | $1.07M | 0.02% | −1,480−9.2% | Reduced |
| Quotient Wealth Partners, LLC | 14,655 | $1.07M | 0.03% | −449−3.0% | Reduced |
| Winton Group Ltd | 14,703 | $1.08M | 0.05% | +14,703 | New |
| Westhampton Capital, LLC | 14,832 | $1.09M | 0.56% | −75−0.5% | Reduced |
| Marble Harbor Investment Counsel, LLC | 14,930 | $1.09M | 0.12% | −1,500−9.1% | Reduced |
| Banque Transatlantique SA | 14,852 | $1.09M | 0.03% | −332−2.2% | Reduced |
| Glaxis Capital Management, LLC | 15,000 | $1.10M | 1.47% | +15,000 | New |
| Groupama Asset Managment | 14,916 | $1.10M | 0.02% | +50.0% | Added |
| Congress Wealth Management LLC | 15,078 | $1.10M | 0.01% | +6,585+77.5% | Added |
| Pring Turner Capital Group Inc | 15,150 | $1.11M | 0.72% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 15,217 | $1.11M | 0.33% | −255−1.6% | Reduced |
| 1858 Wealth Management, LLC | 15,253 | $1.12M | 0.82% | +11+0.1% | Added |
| FORA Capital, LLC | 15,267 | $1.12M | 0.12% | +15,267 | New |
| Lipe & Dalton | 15,587 | $1.14M | 0.62% | −198−1.3% | Reduced |
| Caldwell Trust Co | 15,608 | $1.14M | 0.11% | +983+6.7% | Added |
| MJP Associates Inc | 15,869 | $1.16M | 0.17% | +1,677+11.8% | Added |
| ICW Investment Advisors LLC | 15,906 | $1.16M | 0.46% | +396+2.6% | Added |
| GLOBALT Investments LLC | 15,958 | $1.17M | 0.04% | +678+4.4% | Added |
| Brookstone Capital Management | 16,161 | $1.18M | 0.02% | +7,355+83.5% | Added |
| VCI Wealth Management LLC | 16,166 | $1.18M | 0.41% | +1,646+11.3% | Added |
| Kraematon Investment Advisors, Inc | 16,325 | $1.19M | 1.13% | −1,025−5.9% | Reduced |
| Moneta Group Investment Advisors LLC | 16,514 | $1.21M | 0.01% | +4,211+34.2% | Added |
| Eastern Bank | 16,537 | $1.21M | 0.02% | +299+1.8% | Added |
| Vestcor Inc | 16,576 | $1.21M | 0.04% | +1,295+8.5% | Added |
| Enterprise Bank & Trust Co | 16,613 | $1.22M | 0.45% | +600+3.7% | Added |
| Stratos Wealth Partners, LTD. | 16,616 | $1.22M | 0.02% | −2,038−10.9% | Reduced |
| Erste Asset Management GmbH | 16,509 | $1.22M | 0.01% | +16,509 | New |
| Crestwood Advisors Group LLC | 16,658 | $1.22M | 0.02% | −271−1.6% | Reduced |
| Pictet & Cie (Europe) SA | 16,898 | $1.24M | 0.03% | +16,898 | New |
| Graham Capital Management, L.P. | 16,959 | $1.24M | 0.04% | −148,867−89.8% | Reduced |
| Schnieders Capital Management LLC | 16,967 | $1.24M | 0.22% | +4,277+33.7% | Added |
| Romano Brothers and Company | 16,982 | $1.24M | 0.15% | −250−1.5% | Reduced |
| United Bank | 16,991 | $1.24M | 0.48% | +4,956+41.2% | Added |
| Horizon Investments, LLC | 17,084 | $1.25M | 0.02% | +2,017+13.4% | Added |
| Wendell David Associates Inc | 17,103 | $1.25M | 0.13% | −100−0.6% | Reduced |
| Kingsview Wealth Management, LLC | 17,110 | $1.25M | 0.02% | +165+1.0% | Added |
| Salem Investment Counselors Inc | 17,158 | $1.26M | 0.04% | +273+1.6% | Added |
| Diversified Trust Co | 17,250 | $1.26M | 0.03% | +122+0.7% | Added |
| NorthRock Partners, LLC | 17,326 | $1.27M | 0.03% | +1,158+7.2% | Added |
| Warren Averett Asset Management, LLC | 17,334 | $1.27M | 0.01% | +1,065+6.5% | Added |
| Home Federal Bank of Tennessee | 17,422 | $1.28M | 0.36% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 17,547 | $1.28M | 0.01% | −24,348−58.1% | Reduced |
| Ameritas Advisory Services, LLC | 17,637 | $1.29M | 0.07% | +2,453+16.2% | Added |
| MUFG Securities Americas Inc. | 17,670 | $1.29M | 0.11% | +3,375+23.6% | Added |
| Cascade Investment Advisors, Inc. | 17,718 | $1.30M | 0.83% | −75−0.4% | Reduced |
| V-Square Quantitative Management LLC | 17,762 | $1.30M | 0.17% | −406−2.2% | Reduced |
| Family Legacy Financial Solutions, LLC | 17,825 | $1.30M | 1.11% | +17,825 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 17,893 | $1.31M | 0.04% | +6,779+61.0% | Added |
| Little House Capital LLC | 17,917 | $1.31M | 0.33% | +1,153+6.9% | Added |
| Andrew Hill Investment Advisors, Inc. | 17,958 | $1.31M | 1.06% | −478−2.6% | Reduced |
| Citizens Financial Group Inc | 17,990 | $1.32M | 0.02% | +245+1.4% | Added |
| Patten & Patten Inc | 18,124 | $1.33M | 0.09% | 00.0% | Unchanged |
| Stance Capital LLC | 18,239 | $1.33M | 0.50% | +18,239 | New |
| First Manhattan Co | 18,375 | $1.34M | 0.00% | +37+0.2% | Added |
| Wedbush Securities Inc | 18,409 | $1.35M | 0.05% | +753+4.3% | Added |
| Signaturefd, LLC | 18,411 | $1.35M | 0.02% | −963−5.0% | Reduced |
| Ahl Investment Management, Inc. | 18,471 | $1.35M | 0.90% | −195−1.0% | Reduced |
| Clarus Wealth Advisors | 18,475 | $1.38M | 0.64% | +4,299+30.3% | Added |
| Arthur M. Cohen & Associates, LLC | 19,000 | $1.39M | 0.25% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 19,014 | $1.39M | 0.02% | −3,800−16.7% | Reduced |
| Quantbot Technologies LP | 19,211 | $1.41M | 0.04% | +19,211 | New |